Finance Officer

We Manage Jobs(WMJobs); West Midlands; Hybrid; GBP 30,000 - 35,000; Part time

Job summary

A charitable heritage organisation in the West Midlands seeks a skilled Finance Officer to join their dedicated team, working in a hybrid model. The role involves maintaining financial records, assisting with grant applications, and ensuring compliance with requirements. Applicants should possess AAT qualifications and experience with financial systems like Sage or QuickBooks. This part-time role (22.5 hours per week) offers flexibility, with responsibilities including monitoring project expenditure and preparing financial reports. Apply by submitting a completed application form to [e-mail] before 31st January 2026.

Qualifications

• AAT-qualified (or equivalent) individual.
• Strong bookkeeping and accounting skills.
• Experience using financial systems like Sage or QuickBooks.

Responsibilities

• Maintain financial records and budgets.
• Process invoices and monitor project expenditure.
• Support grant applications and ensure compliance.

Skills

Bookkeeping

Accounting

Communication

Organisational Skills

Education

AAT qualification or equivalent

Tools

Sage

QuickBooks

Job description

West Midlands Heritage Trust is seeking a skilled and motivated Finance Officer to join our small, dedicated team working to safeguard historic buildings across the West Midlands. This newly created, permanent role offers a flexible, hybrid working arrangement, primarily home-based, with one day per week in a shared office (currently Worcester), bi-monthly evening board meetings, and occasional regional travel.

Working closely with the Treasurer, trustees, external accountants and project teams, you will support the financial management of WMHT and its partner Project Trusts. Responsibilities include maintaining financial records and budgets, processing invoices, monitoring project expenditure, supporting grant applications and claims, ensuring compliance with statutory and funder requirements, and preparing financial reports for the Board.

We are looking for an AAT-qualified (or equivalent) individual with strong bookkeeping and accounting skills, experience using financial systems (e.g. Sage or QuickBooks), excellent communication abilities, and a proactive, organised approach. An interest in heritage and community-based projects is desirable.

The role is 22.5 hours per week, with some flexibility required, including occasional evenings and weekends.

Full details are available in the job description and person specification, downloadable from our website.

To Apply: Please submit a completed application form to [e-mail]

Deadline: 31st January 2026